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Pinnacle Family Advisors’s Dollar General DG Stock Holding History

Pinnacle Family Advisors’s Portfolio DG Stock Details DG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,448
Closed -$219K – 78
2020
Q1 		$219K Buy
+1,448
New +$224K 0.26% 54

Other funds holding DG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinnacle Family Advisors's DG Position: Q2 2020 in Review

Pinnacle Family Advisors sold out of Dollar General (DG) in Q2 2020, closing a stake of 1,448 shares — an estimated $219K sold.

Pinnacle Family Advisors first reported a position in DG in Q1 2020 and held it in 1 quarter. The position peaked at $219K in Q1 2020. 1,088 funds tracked by Wall St. Rank hold DG as of Q2 2020.

  • Pinnacle Family Advisors reported no remaining Dollar General position as of Q2 2020 after selling out during the quarter.
  • Pinnacle Family Advisors sold 1,448 Dollar General shares in Q2 2020, an estimated $219K.
  • Pinnacle Family Advisors first reported a position in Dollar General in Q1 2020 and held it in 1 quarter.
  • Pinnacle Family Advisors's Dollar General position peaked at $219K in Q1 2020.
  • 1,088 funds tracked by Wall St. Rank held Dollar General as of Q2 2020.

Based on Pinnacle Family Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.